WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 94 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $78,848 | +8.7% | 1,206 | 0.0% | 0.01% | -9.1% |
Q3 2023 | $72,565 | -9.7% | 1,206 | -6.8% | 0.01% | -15.4% |
Q2 2023 | $80,344 | +2.5% | 1,294 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $78,403 | +100416.7% | 1,294 | 0.0% | 0.01% | +8.3% |
Q4 2022 | $78 | -99.9% | 1,294 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $70,000 | -6.7% | 1,294 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $75,000 | -10.7% | 1,294 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $84,000 | 0.0% | 1,294 | 0.0% | 0.01% | -20.0% |
Q4 2021 | $84,000 | +10.5% | 1,294 | +100.0% | 0.02% | +7.1% |
Q3 2021 | $76,000 | +4.1% | 647 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $73,000 | +7.4% | 647 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $68,000 | +11.5% | 647 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $61,000 | -7.6% | 647 | -12.2% | 0.01% | -14.3% |
Q2 2020 | $66,000 | +13.8% | 737 | 0.0% | 0.01% | +7.7% |
Q1 2020 | $58,000 | -25.6% | 737 | 0.0% | 0.01% | -7.1% |
Q4 2019 | $78,000 | +6.8% | 737 | 0.0% | 0.01% | -6.7% |
Q3 2019 | $73,000 | -6.4% | 737 | -8.1% | 0.02% | -6.2% |
Q2 2019 | $78,000 | +2.6% | 802 | 0.0% | 0.02% | +14.3% |
Q1 2019 | $76,000 | +11.8% | 802 | 0.0% | 0.01% | -6.7% |
Q4 2018 | $68,000 | -11.7% | 802 | 0.0% | 0.02% | -6.2% |
Q3 2018 | $77,000 | -1.3% | 802 | -5.9% | 0.02% | -5.9% |
Q2 2018 | $78,000 | +2.6% | 852 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $76,000 | -3.8% | 852 | 0.0% | 0.02% | -5.6% |
Q4 2017 | $79,000 | +5.3% | 852 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $75,000 | – | 852 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
LCNB CORP | 12,744 | $1,035,000 | 1.02% |
Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |